Compare · 3 funds side by side · dividends reinvested

IVV, SMH and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

IVV, SMH and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · SMH 2011 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 15.6% in common

IVVMeasureSMH

+8.4%Year to dateJan 1 → Nov 5+24.3%

+9.7%1 yearTotal return+27.3%

+22.1%3 years · per year$10,000 became $18,221 · $32,662+48.4%

+11.4%5 years · per year$10,000 became $17,151 · $33,824+27.6%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $25 a year on $10k0.25%

−8.9%Worst dropSmaller is better−33.1%

13.6%VolatilityLower is calmer42.8%

IVVSMH Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SMH: Top 5 Holdings

Today

IVV

27.7%in top 5

SMH

in top 547.4%

IVVStockSMH

7.3%NVDA20.5%

not top 5TSM9.7%

7.7%AAPLnot top 5

6.2%MSFTnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common15.6%

End-of-day Nov 5, 2026 · share of each fund

IVV vs SMH Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

IVVSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IVV vs SPYM

YTD

iSharesIVV

+8.4%

SPYMSPDR

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$850BAssets$182B

0–0level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, SMH, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SMH0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, SMH, SPYM

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPYM1.06%$106

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, SMH, SPYM

Today

99.9%most shared, IVV and SPYM

IVVSMHSPYM

IVV—15.6%99.9%

SMH15.6%—15.6%

SPYM99.9%15.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

SMHWorst drop−33.1%42.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSMH

+8.4%Year to date+24.3%

1.1%Yield0.2%

+9.7%Past year+27.3%

0.03%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026